Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47511.71 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46116.74 Kr¶
PnL: ---------------------------------------> -771.83 Kr¶
DD now: ---------------------------------> -2.299 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 15:53:02.224137'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.180000 | 3130.400000 | 159.400000 | 5.370000 | 2971.000006 |
| HEBA B | 70 | -0.630000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | -3.230000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Corem Property Group B | 59 | -1.140000 | 615.370000 | 38.370000 | 6.650000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.130000 | 391.400000 | 36.400000 | 10.250000 | 355.000000 |
| MedCap | 2 | 0.220000 | 457.000000 | 36.000000 | 8.550000 | 421.000000 |
| SAAB B | 8 | 0.070000 | 3409.600000 | 32.600000 | 0.970000 | 3377.000000 |
| AcadeMedia | 12 | -3.750000 | 584.400000 | 27.400000 | 4.920000 | 557.000004 |
| Resurs Holding | 22 | -1.410000 | 600.820000 | 26.820000 | 4.670000 | 573.999998 |
| HMS Networks | 2 | -2.480000 | 693.200000 | 20.200000 | 3.000000 | 673.000000 |
| Swedbank A | 3 | -0.310000 | 579.300000 | 15.300000 | 2.710000 | 564.000000 |
| Securitas B | 6 | -1.060000 | 582.360000 | 12.360000 | 2.170000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Boozt | 12 | -1.840000 | 1665.600000 | 11.600000 | 0.700000 | 1653.999996 |
| Eastnine | 4 | -0.790000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| OEM International B | 7 | -0.780000 | 534.800000 | 6.800000 | 1.290000 | 527.999997 |
| Nordea Bank Abp | 29 | 0.150000 | 3459.700000 | 5.700000 | 0.170000 | 3453.999992 |
| Coor Service Management Hold. | 8 | -1.180000 | 535.600000 | 3.600000 | 0.680000 | 532.000000 |
| Karnov Group | 9 | -0.660000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Intrum | 4 | -2.900000 | 529.600000 | 2.600000 | 0.490000 | 527.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.770000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| Norva24 Group | 16 | -3.790000 | 544.960000 | 1.960000 | 0.360000 | 543.000000 |
| Creaspac SPAC | 6 | 0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | -1.320000 | 540.500000 | -5.500000 | -1.010000 | 546.000000 |
| CTEK | 13 | 0.400000 | 519.480000 | -14.520000 | -2.720000 | 533.999999 |
| Midsona B | 63 | -2.200000 | 561.330000 | -21.670000 | -3.720000 | 582.999984 |
| Essity B | 2 | -1.610000 | 551.600000 | -22.400000 | -3.900000 | 574.000000 |
| Essity A | 4 | -1.950000 | 1108.000000 | -41.000000 | -3.570000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.520000 | 549.500000 | -45.070000 | -7.580000 | 594.565215 |
| Vivesto | 1368 | 0.750000 | 551.300000 | -61.700000 | -10.070000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.190000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.960000 | 3647.000000 | -164.000000 | -4.300000 | 3810.999990 |
| Axfood | 13 | -0.290000 | 3572.400000 | -183.600000 | -4.890000 | 3756.000001 |
| OX2 | 18 | -3.050000 | 1404.000000 | -260.000000 | -15.630000 | 1663.999992 |
| Ovzon | 52 | -2.540000 | 2792.400000 | -569.600000 | -16.940000 | 3361.999992 |
| TOTAL | 46087.570000 | -801.000000 | -2.35935% | 46888.564618 |
Updated:¶
'2023-01-25 15:52:00.330068'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
